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You can locate the process using the Use the Search field – located – located at the top, to find the process.

Type of assignment
How the definition of the managing persons of the process should be made, to define the process managers; that is, which persons will have the power to represent any other person involved in the process, as well as receive follow-up notifications of requests. The available options are:

• No person: when selected, it determines that no person will be the manager of nobody will manage the process, ; that is, the process will have no managers.
  

  Nota
  title Important!
  When no manager is defined, in the absence of any person anyone involved in the process , means that no one will be able to replace themcan be replaced.

• Specific group: when selected, it determines that only the persons from a specific group will be are the managers of the process.

• Specific role: when selected, it determines that only the persons who hold a specific role will be are the managers of the proces.

• Specific person: when selected, it determines that only a specific person will be is the manager of the process.

Specific group
Specific group of persons who will be are the managers of the process. This field is only displayed when selecting Select the Specific group option in Type of assignmentAssignment type to display this field. To see the persons who are part of the selected group, just click on View and to . To remove the selected group, just click on Remove  – both located on the right side of the group name.

Specific role
Specific role held by the persons who will be are the managers of the process. This field is only displayed when selecting Select the Specific role option in Type of assignmentAssignment type to display this field. To see the persons who hold the selected role, just click on View and to . To remove the selected role, just click on Remove  – both located on the right side of the role name.

Specific person
Specific person who will be is the manager of the process. This field is only displayed when selecting the Specific Select Specific the person option in Assignment type to display this field. To remove the selected person, simply click on Remove – located to the right of the person's name.

Specific group
Specific group of people who will be are the managers of the process. This field is only displayed when selecting Select the Specific group option in Assignment type to display this field. To see the people who are part of the selected group, simply click on View and to . To remove the selected group, simply click on Remove  – both located to the right of the group's name.

Specific role
Specific role performed by the people who will be are the managers of the process. This field is only displayed when selecting Select the Specific role option in Assignment type to display this field. To see the people who perform the selected role, simply click on View and to . To remove the selected role, simply click on Remove  – both located to the right of the role's name.

Specific person
Specific person who will be is the manager of the process. This field is only displayed when selecting the Specific person Select the Specific person option in Assignment type to display this field. To remove the selected person, simply click on Remove – located to the right of the person's name.

You can locate the process using Use the Search field – located – located at the top, to find the process.

Forms are used so that those Those involved in the process can use forms to, during the progress of the requests, provide or consult query data in a simple and structured way.

Existing forms are displayed from the The Documents resource or and the Form Editor. They display the existing forms, which are identified as:

• ECM Form: these are These forms that already exist and were created from the Documents resource. They You can be linked link and used use them in the process normallyas usual; however, they you cannot be opened open and edited edit them in the Form Editor, as they are not compatible.

• New editor form: these are forms that already exist and were created from the Form Editor, and can be opened and edited from itin which you can open and edit them.

You can check select up to 15 fields.

It is You can also possible to edit the description of each field by clicking on it and changing it to the as desired description.

You can locate the process using the Use the Search field – located – located at the top, to find the process.

When unlinking you unlink a form from the process, you lose all configurations related to the form fieldsform field settings, such as assignment mechanism, attachment security, and filters for the Task Center are lostfilters.

After unlinking the form, you can:

• select another existing form to be linked to link to the process, which can be a form created from the Documents – feature – and that is thus not compatible with the Form Editor – or a form that was created in the Form Editor and can also be edited by it later;, in which you may also edit the form later;

• click create a new form using the Form Editor by clicking on Create new – displayed in place of Unlink, to use the Form Editor to create a new form. When saving you save the created form, it is automatically linked the system automatically links it to the process, and you can be edited later by use the Form Editor to edit the form later. After creating the form is created, the Create new option will revert reverts back to Unlink.

You can also choose to create a new form in the future from the Create process form option – located on the right side of the top bar. In this case, no you should not select any existing form should be selected.

You can locate the process using Use the Search field – located – located at the top, to find the process.

Control attachment security
When configured, it determines that there will be you can control over the viewing and manipulation handling of the documents attached to the process requests, meaning it is possible to ; that is, you can define which groups, roles, and individuals will have specific permissions on the attachments. To configure, simply click on Configure attachment security. See the Click here to view step-by-step by clicking hereinstructions.

Update attachment
When activated, it determines that the attachments of the request that are published in the Documents resource will be are updated in the request whenever they are updated in Documents. If not activated, even if you update the attachment is updated in Documents, in the request it will remain remains in the version that was there when it was it originally had when added. This applies to attachments added to the request from the Documents resource and to attachments added to the request and published in Documents through development on the platform.

Activate process
When activated, it determines that the process is available for use in the Start request resource, meaning it is you can already possible to open requests for this process. The version made available for use is the last one that was published. By default, this option is activated. However, if it is deactivated, as long as it is not activated you do not activate it again, the process will is not be available for use.

Make public
When activated, it determines that anyone can consult the requests for this process. If not activated, the requests can only be consulted by the requester, by those who participated in the process, or by the process managers, or the requester can consult the requests.

Available for mobile
When activated, it determines that the process is available for use in the mobile application of the platform, meaning it is possible to you can open and manage requests for this process through the application.

Confirm password
When activated, it determines that all steps of the process will require the password of the person executing it, aiming to reaffirm the presence of each person in the execution of the step.

You can locate the process using the Use the Search field – located – located at the top, to find the process.

The available options are:

• By form field: when selected, it determines that only the person filling in a field of the request form will receive receives the permissions assigned to the documents attached to the process.

• By group: when selected, it determines that only the people from a specific group will receive the permissions assigned to the documents attached to the process requests.

• By role: when selected, it determines that only the people who hold a specific role will receive the permissions assigned to the documents attached to the process requests.

• By person: when selected, it determines that only a specific person will receive receives the permissions assigned to the documents attached to the process requests.

• By anyone: when selected, it determines that anyone will receive receives the permissions assigned to the documents attached to the process requests.

You can locate the process using Use the Search field – located – located at the top, to find the process.

You can locate the process using the Use the Search field – located – located at the top, to find the process.

In this tab, you can create specific properties for this process. These , which uses these advanced properties are used to provide data that can be requested during the process events, through the dataset advancedProcessProperties or through coding.

Attribute
Name for identifying the property.

Value
Value that will to be defined for the property.

To cancel the inclusion addition of the property, just click on Cancel.

You can edit the added property by clicking on Edit , changing the information, and clicking on Saveagain.

To remove an added property, just click on Remove.

You can locate the process using the Use the Search field – located – located at the top, to find the process.

To cancel the changes made, simply click on Cancel instead of saving.

Use the You can locate the process using the Search field – located – located at the top, to find the process.

When saving the draft, you save the latest changes you made to the process that have you did not yet been published are saved publish in the version that is being editedyou are editing, but it is they are still not available for use when opening requests. It is necessary You need to publish the process with the changes you have made for them to be considered able to use them in the next requests that are openedyou open.

You can locate the process using the Use the Search field – located – located at the top, to find the process.

Up The system allows up to two hundred (200) characters are allowed in the description.

If it is To the first version, it is interesting to include you should add an overview of the process, with information such as its objective, what it allows to request, its target audience, among others.

If it is To a new version, it is interesting to detail what changes were you should detail the changes you've made, as they will be listed in the process history will list them later.

By clicking Click this option , to automatically perform a consistency analysis of the process configurations is automatically performed. If all the necessary required information and configurations are correct, the process is published. Otherwise, the system displays a message is displayed informing notifying about the existing inconsistencies that you need to be adjusted for adjust in order to publish the process to be published. To return to the process and correct the inconsistencies, just click on Return to process and correct.

Once published, the new version of the process containing the latest changes made is released for use. Ongoing requests continue with the configurations of the old version. Only new newly opened requests opened will have the configurations of the new version of the process.

After publishing the process is published, in the displayed confirmation message, you can click on Return to editing – to go back to the process and continue editing it – or Start request – to open a request in a new tab.

This documentation is valid from the Voyager update (2.0) update onwards. If you are using a previous update, it may contain information different from what you see on your platform.